List Views are useful for displaying customer specific data according to your business requirements. For example, you may be interested to follow-up the leads created during last one week or overdue tasks as of today. The best way to handle this kind of scenario is first filter the records from customer data bank and then perform all the necessary operations on records. You can also use the List Views for changing record owners to another user, delete records, send e-mail in bulk.
Note: User created list views are displayed under User Created Views category in View drop-down list.
List of Standard List Views
In the <Module>: Home page, under the Account List section, you need to select the required list view from the View drop-down list. The following table provides descriptions of the various drop-down list values in View drop-down list.
Module
Standard List Views
Recent Views
Campaigns
All Campaigns
All Active Campaigns
My Active Campaigns
Leads
All Open Leads
My Leads
Toady's Leads
Converted Leads
My Converted Leads
Recently Created Leads
Recently Modified Leads
Recently Viewed Leads
Accounts
All Accounts
My Accounts
New This Week
New Last Week
Recently Created Accounts
Recently Modified Accounts
Recently Viewed Accounts
Contacts
All Contacts
My Contacts
New This Week
New Last Week
All Contacts
My Contacts
New This Week
New Last Week
Potentials
All Potentials
My Potentials
New This Week
New Last Week
Closing This Month
Closing Next Month
Recently Created Potentials
Recently Modified Potentials
Recently Viewed Potentials
Activities
All Activities
Tasks
All Tasks
Open Tasks
My Tasks
Overdue Tasks
Today Tasks
Events
All Events
My Events
Today Events
This Week Events
Forecasts
All Forecasts
My Forecasts
Cases
All Cases
My Cases
Today Cases
Open Cases
Closed Cases
Escalated Cases
Solutions
All Solutions
My Solutions
Published Solutions
Products
All
My
Active
Price Books
All Price Books
Quotes
All Quotes
My Quotes
Vendors
All Vendor
My Vendors
Sales Orders
All Sales Orders
My Sales Orders
Purchase Orders
All Purchase Orders
My Purchase Orders
Invoices
All Invoices
My Invoices
Specifying List View Criteria
In the Specify Criteria section you can specify the matching criteria.
You can specify only single criteria in each row.
Specify the numbers without commas. For example, specify 15,000 as 15000. If you
You cannot add custom view criteria for Boolean values. Currently checkbook fields are not supported.
For drop-down list fields, use the exact field value, otherwise custom view will not be created.
If you select the None option, custom view will not be created.
For a better performance it is better to select less than 20 rows in matching criteria.
Selecting List View Columns
In the Choose Columns section, select the columns to be displayed in the List View from the Available Columns list box. After selecting the columns you can change the order of the columns and remove unnecessary columns from the Selected Columns list box.
Note: It is better to select less than 10 columns to avoid horizontal scrolling in List View.
Setting up Permissions to the List View
In the Accessibility Details section, enable the list view for users. You can enable the list view for all the users, user creating the view, or selected users. To enable list view for some of the users, select the users from the Available Users list box.
19 Comments
jimvrubi@cox.net, 191 - days ago
how do i view each lead one one page and navigate from one lead to the next?
amar_try, 190 - days ago
Hi jimvrubi@cox.net,
The exact feature is in our road map and it will be implemented soon to our CRM system. Once its implemented, we will keep posted the update.
Thanks, Adam.
Steven Zee, 170 - days ago
How do specify null value fields as criteria? In other words, I want to see all LEADS that have empty email value
amar_try, 170 - days ago
Hi Steven Zee,
You may create a view to see the leads with empty values. In the view, select which field has the empty value and select Contains in the second drop down in criteria and leave the third box blank. This will help you in bringing the leads with blank values with the specified field.
Thanks, Adam.
jward@netdigital.biz, 145 - days ago
How do you specify a custom view in activities to only pull activities for the current day?
amar_try, 144 - days ago
Hi jward@netdigital.biz,
In the Activities tab, we have provided the default view "Today's Tasks". You may use that view to see the current day's activities.
Thanks, Adam.
jward@netdigital.biz, 142 - days ago
Can I combine that with another criteria so that I can see Today's tasks that are only owned by me?
amar_try, 141 - days ago
Hi jward@netdigital.biz,
You can edit the view and add the Task Owner from the columns. This will display your name as the owner for the activities.
Thanks, Adam.
elirov, 99 - days ago
Can you specify a criteria based on relative date instead of specifying absolute date? For example, I created a new Date/Time Task field called Tickler Date. I would like to add a Criteria to the View that includes all Tasks where Tickler Date is after NOW (where NOW is the current timestamp).
amar_try, 98 - days ago
Hi elirov,
Currently the feature is not available, we have plans to implement this feature in our near future. Once the feature is done, we will keep posted the update.
Thanks, Adam.
michael@bluepenguindevelopment.com, 67 - days ago
Hi,
I'd like to create a subset list of certain people from all my contacts and then export just those people to a spreadsheet.
They don't share any criteria in common -- I'd like to just go through my total contact list and mark the ones I want on this subset list and then export that.
How do I do that?
Thanks very much,
Michael
sprakash, 65 - days ago
Dear Michael,
You can use the Zoho Sheet View to view the contacts, there you can delete the contacts except the contacts that you want and export the remaining data.
Please check with the following link know more about it:
Thanks for the quick response Parker. Can I create a permanent subcategory? I have several messages, etc. that I want to send to this group over time, and new group members will come and go. I don't want to have to go through the entire list each time if possible.
Michael
sprakash, 65 - days ago
Dear Michael,
You can create a sub category by creating a view for the records that can share the common criteria.
Regards, Parker Scott
dominicdenison@hotmail.com, 22 - days ago
How to I add a variable criterion. In this example I want to list all tasks with due date before "Tomorrow".
How do I do that?
dominicdenison@hotmail.com, 22 - days ago
Is it possible to "copy" views and/or save them under a different view name once customized?
MM, 20 - days ago
Is it possible to disable/hide the standard views and make available only the Custom Views. Also, is it possible to disable all prvileges so that users cannot change or create any new custom views except for the ones exposed by the administrator.
Please let me know - as this will really help us with our process and control.
- MM
sprakash, 20 - days ago
Dear Zoho CRM User (dominicdenison@hotmail.com),
Currently we dont have the option to have the criteria for variable value for a field. But we do have plans to implement this feature.
Regards, Parker Scott
sprakash, 20 - days ago
Dear Zoho CRM User (dominicdenison@hotmail.com),
Currently we dont have the option to copy or clone the customized view. But we do have plans to implement this feature in our road map.
how do i view each lead one one page and navigate from one lead to the next?
Hi jimvrubi@cox.net,
The exact feature is in our road map and it will be implemented soon to our CRM system. Once its implemented, we will keep posted the update.
Thanks,
Adam.
How do specify null value fields as criteria? In other words, I want to see all LEADS that have empty email value
Hi Steven Zee,
You may create a view to see the leads with empty values. In the view, select which field has the empty value and select Contains in the second drop down in criteria and leave the third box blank. This will help you in bringing the leads with blank values with the specified field.
Thanks,
Adam.
How do you specify a custom view in activities to only pull activities for the current day?
Hi jward@netdigital.biz,
In the Activities tab, we have provided the default view "Today's Tasks". You may use that view to see the current day's activities.
Thanks,
Adam.
Can I combine that with another criteria so that I can see Today's tasks that are only owned by me?
Hi jward@netdigital.biz,
You can edit the view and add the Task Owner from the columns. This will display your name as the owner for the activities.
Thanks,
Adam.
Can you specify a criteria based on relative date instead of specifying absolute date? For example, I created a new Date/Time Task field called Tickler Date. I would like to add a Criteria to the View that includes all Tasks where Tickler Date is after NOW (where NOW is the current timestamp).
Hi elirov,
Currently the feature is not available, we have plans to implement this feature in our near future. Once the feature is done, we will keep posted the update.
Thanks,
Adam.
Hi,
I'd like to create a subset list of certain people from all my contacts and then export just those people to a spreadsheet.
They don't share any criteria in common -- I'd like to just go through my total contact list and mark the ones I want on this subset list and then export that.
How do I do that?
Thanks very much,
Michael
Dear Michael,
You can use the Zoho Sheet View to view the contacts, there you can delete the contacts except the contacts that you want and export the remaining data.
Please check with the following link know more about it:
http://www.zoho.com/crm/videos/zohocrm-sheet-integration/zohocrm-sheet-integration.html
Regards,
Parker Scott
Thanks for the quick response Parker. Can I create a permanent subcategory? I have several messages, etc. that I want to send to this group over time, and new group members will come and go. I don't want to have to go through the entire list each time if possible.
Michael
Dear Michael,
You can create a sub category by creating a view for the records that can share the common criteria.
Regards,
Parker Scott
How to I add a variable criterion. In this example I want to list all tasks with due date before "Tomorrow".
How do I do that?
Is it possible to "copy" views and/or save them under a different view name once customized?
Is it possible to disable/hide the standard views and make available only the Custom Views. Also, is it possible to disable all prvileges so that users cannot change or create any new custom views except for the ones exposed by the administrator.
Please let me know - as this will really help us with our process and control.
- MM
Dear Zoho CRM User (dominicdenison@hotmail.com),
Currently we dont have the option to have the criteria for variable value for a field. But we do have plans to implement this feature.
Regards,
Parker Scott
Dear Zoho CRM User (dominicdenison@hotmail.com),
Currently we dont have the option to copy or clone the customized view. But we do have plans to implement this feature in our road map.
Regards,
Parker Scott